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CORNERSTONE FINANCIAL

ATLANTA, GA · CRD 125494 · IAPD ↗ · corstonefinancial.com · 404-874-3111

$118.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — CORNERSTONE FINANCIAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — CORNERSTONE FINANCIAL (ATLANTA, GA) is newly SEC-registered with $118.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.